Writing & Talks

Delta: From Options to Prediction Markets

Delta explains why Polymarket and Kalshi prices move faster than beliefs, and how thinking in portfolio-level delta terms helps you balance conviction and risk like an options trader.

[Every] Why I Still Build in Web3

An essay on why web3 remains worth building despite crypto scandals, plus emerging trends in Bitcoin ordinals, Friend.tech's social commerce model, and decentralized GPU computing.

[Devcon IV] Guerilla User Research: Step 1 to Mainstream Adoption

Talk at Ethereum Foundation's Devcon IV on doing scrappy, low-cost user research to drive mainstream crypto adoption.

© 2026 Kevin D. Kim